Investment
Growth
Investment requirements and fees
Minimum investment amounts
Initial application$500,000
Additional contributions$1
Buy/sell spread
Purchase+0.25%
Withdrawal-0.15%
Management costs
Management costs0.36% p.a
Download a factsheetClosed to new investors
The Vanguard Pooled Superannuation Trusts are for trustees of regulated superannuation funds, approved deposit funds, pooled superannuation trusts and other eligible entities.
Vanguard's LifeStrategy® options use strategic asset allocation targets and a long-term, diversified investment approach. Vanguard takes the worry out of monitoring your investment portfolio by expertly selecting and managing the long-term asset allocation of the trust.
A diversified strategy with a bias towards growth assets (Australian and international shares and property securities), the LifeStrategy® Index PST Growth suits trustees seeking long-term capital growth with an above average tolerance for risk. As the trust is indexed, it invests in a wide variety of Australian and international assets, which can reduce market risk while enhancing the return potential. The fixed interest and cash exposure adds a stabilising effect.
Who it may suit
- investors with a medium to longer term investment horizon (usually five to seven years)
- investors seeking a professionally managed diversified portfolio with a bias to growth assets
- investors with a moderate to high tolerance for risk seeking capital growth
- investors seeking a tax-effective investment
Objectives
To match the weighted average return of the target indexes for each asset class before taking into account fees, expenses and taxes.
Asset allocation targets are:
Income assets 30%
- Cash 2%
- Australian fixed interest 11%
- International fixed interest (hedged) 17%
Growth assets 70%
- Australian shares 34%
- International shares 23%
- Australian property securities 4%
- International property securities (hedged) 4%
- International small companies (hedged) 3%
- Emerging markets 2%
Benefits
| Diversification |
|
| Long-term growth potential |
|
| Potential for better after-tax returns |
|
| Low fees |
|
| Flexibility |
|
